Muddy Water Four Short Reports Can Not Stop Anta Moving Forward.

Referring to the recent Anta, muddy water company released four short reports on Anta in a week, which is a rare phenomenon in the industry.

For the fourth short selling, Anta did not respond positively as before, but continued to advance on its established routes.

For example, Anta announced the latest business performance in the second quarter of 2019, although it was only a notice, but in the second quarter of 2019, the retail sales of Anta brand products (calculated by retail value) compared with the same period in 2018, achieved a 10%-20% growth in the middle period.

The announcement pointed out that in the second quarter of 2019, the retail sales of other brand products (calculated at retail value) increased by 55%-60% compared with the same period last year.

Looking back in the first half of 2019, the retail sales of Anta brand products (calculated at retail value) compared with the same period in 2018, achieved a low growth rate of 10%-20%. The sales volume of other brand products (calculated at retail value) increased by 60%-65% compared with the same period in 2018.

Anta stressed that the announcement was only related to the group's ANTA, FILA, DESCENTE, KOLONSPORT, SPRANDI and KINGKOW brand businesses, and did not include AmerSportsCorporation business.

We are also looking forward to the announcement of the official financial report. We would like to carefully understand what changes Anta will make in the short selling organization.

Of course, the recent Anta also has a major event. Anta group's brand new brand of quality and fashion AntapluS is stationed in the clustered shopping center, becoming the first store in Beijing.

It is reported that Anta's AntapluS Beijing store area is nearly 400 square meters, is the largest AntapluS store now, and also the first appearance of AntapluS 2 space image.

The 2 is to provide more convenience for the product's "community activities". It is worth noting that AntapluS has locked the customers in the new fashion sport enthusiasts at the age of 25-35, mainly with white-collar women, offering yoga, indoor fitness, running and sports.

Similar to Lululemon's positioning, it also includes playing, and the same positioning and community-based operation mode inevitably leads to Lenovo. Anta and Lululemon are "good relations".

The relationship between Anta and Lululemon is not just good. First of all, Dennis J.Wilson, founder of Lululemon brand, recently subscribed for about 0.59% of Anta's issued share capital, subscribed for HK $778 million to become shareholders, and it also felt a sense of carbon in snow during the short selling period of muddy water.

And in the event of Anta's acquisition of AMF group, the founder of Lululemon was also a member. It is reported that after the completion of the transaction, except for Anta sports holding 58%, Fangyuan capital and Lululemon founder's investment company AnameredInvestments accounted for 21%.

AntapluS brand president has said publicly: "Anta is keen to perceive the new middle class sports fans, especially the female consumers, and the demand for sports equipment in the vertical field, in order to launch the AntapluS brand."

It is reported that since March this year, more than 10 community activities have been conducted, and invited well-known Yoga tutors and yogi fans to participate in it. I just don't know if the founder of Lululemon is looking familiar.